Our People. Our Strength.
Meet the team
Our success is your success – and that’s something we’ve been achieving for over 20 years, by carefully listening to our clients’ needs and objectives and offering them tailored ideas and inspiration to unlock financial freedom and a better lifestyle.
Financial Planners
Roger Milbourn, Senior Independent Financial Planner
As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry. His main aim is to help you feel in control of your financial future and be confident making those life-changing decisions. He is responsive and available whenever advice is needed.
Sam Lane, Independent Financial Planner
Sam joined us in February 2020 as an Associate Financial Planner. His goal is to nurture lasting client relationships by providing clear, concise, personalised advice; helping clients make pragmatic decisions and ensuring objectives are met.
James Bailey, Independent Financial Planner
James is a financial planner with over 9 years industry experience. Having worked in an administrative and paraplanning capacity previously, he is now a fully qualified financial planner. James has his Level 4 Diploma in Financial Planning (CII) and his level 6 Certificate in Advanced Financial Planning (CISI), and plans to achieve Chartered and Certified status. In his spare time, James is a keen sportsman, and when he is at home, he enjoys DJing or getting stuck into DIY.
Client Services Team
Nichola Badcock, Business Support Manager
Nickie is our Office Manager and is responsible for the day-to-day running of the office. Nickie also oversees the financial administration of the business and has over 17 years of experience in financial services which include banking and wealth management. She brings a great deal of knowledge and experience to support the team at Aspirations. When Nickie isn’t working, she is spending quality time with her family or relaxing on the beach in Playa Del Carmen which she tries to visit yearly!
Steve Hardman, Senior Paraplanner
Steve is a Senior Paraplanner and brings with him over 16 years of experience in the financial services sector. Before joining Aspirations, Steve worked as a Paraplanner for 9 years & before that was a Pre Sales Support Representative. Steve is responsible for carrying out a lot of the background work required for clients who seek help with financial planning and works alongside Financial Planners to create, implement, & review client’s financial plans. Steve has a Diploma in Financial Planning and is currently working towards becoming Chartered. His specialties include pensions and cashflow planning. Outside of work, Steve enjoys hockey, where he plays and volunteers for his local hockey club, he is the Men’s Club Captain and League Liaison, having previously captained one of the men’s sides. Aside from hockey Steve also enjoys cricket and cooking.
Edward Morgan, Senior Administrator
Edward joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Edward worked for various Wealth Management firms and offers a great deal of expertise in the effective management of clients. Outside of work, Edward is kept busy by his son’s sporting activities and hobbies. He and his wife like eating out and they all enjoy family walks with their dog.
Kathryn Lee, Senior Administrator
Kathryn joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Kathryn worked for various Wealth Management firms and offers a great deal of expertise in the effective management of clients. Outside of work, Kathryn has 2 boys who both play football so she spends a lot of time ferrying them around and standing on the side-lines supporting them come rain or shine.
Chloe Cowley, Senior Administrator
Chloe joined Aspirations in June 2023 as a Senior Administrator. Before joining Aspirations, Chloe worked for other Wealth Management firms and has 4 years of experience within the financial services sector. Chloe is looking forward to learning more industry knowledge from her experienced colleagues and gaining more experience within financial services . Outside of work, Chloe enjoys spending time with her family, friends, and enjoys her regular trips down South taking her dog on long walks along the coast.
Directors
Andy Harris, Commercial Director
Andy leads on all commercial activities and is responsible for the development of the team. With over 30 years’ experience working in financial services, a large focus of Andy’s is to ensure client value as well as assisting the team with client strategies. Andy has played a fundamental role in growing the business from a small team to the team we have today. As well as running the business alongside Adam, Andy oversees all marketing activities and encourages the team to work and live by the Aspirations values.
Adam Palmer, Managing Director
Adam is our Managing Director with over 20 years of experience in the financial services industry. During this time he has given advice to private and corporate clients, his sole focus now is to oversee Aspirations and ensuring our clients and stakeholders remain central to our business strategy. He also has extensive experience in acquiring and integrating businesses in the financial advisory sector. Adam has ultimate responsibility in leading and growing all sectors of the business.